J.P. Morgan Wealth Management - Private Client Advisor - Sonoma County, CA and Surrounding Areas
JPMorgan Chase Bank, N.A
Santa Rosa, CA
Health Insurance
Education
$70.3k / year
‌
Client Success Manager
Larkin Benefit Administrators
Novato, CA
‌
Remote Technical Account Manager | USA
GrabJobs
🌎 Remote
Dental Insurance
Vision Insurance
$50 / hour
‌
Remote Enterprise Account Manager
GrabJobs
🌎 Remote
New
Remote
Hybrid
PTO
Health Insurance
Parental Leave
$100 - $110 / hour
‌
Senior Wealth Advisor
Columbia Bank
Santa Rosa, CA
Dental Insurance
Vision Insurance
‌
Remote Senior Security Technical Account Manager
GrabJobs
🌎 Remote
Remote
Dental Insurance
Vision Insurance
$122.3k - $172.6k / year
‌
ACCOUNT MANAGER
Eurostampa Holding North America
Napa, CA
New
Hourly
PTO
Dental Insurance
Vision Insurance
$22 - $25 / hour
‌
Account Manager
Allied Universal
Santa Rosa, CA
401(k)
Dental Insurance
Vision Insurance
$83k - $88k / year
‌
Client Advisor (Remote)
Marsh & McLennan Companies
🌎 Remote
Remote
‌
Client Advisor (Remote)
Marsh McLennan
🌎 Remote
Remote
‌
Remote Client Success Manager (Remote)
Rainfocus
🌎 Remote
Remote
401(k)
PTO
‌
Remote Account Manager-Customer Success
Vetcove
🌎 Remote
Hourly
Hospitality
401(k)
Dental Insurance
Vision Insurance
$80k / year
‌
Client Advisor
U.S. Bank
San Rafael, CA
‌
Senior Client Advisor
U.S. Bank
San Rafael, CA
‌
Account Manager
The Collective
Sonoma, CA
New
Eco-Friendly
‌
Financial Solutions Advisor Registration Candidate- Napa, Marin, Sonoma Areas
Bank of America
San Rafael, CA
Diversity Leader
Eco-Friendly
‌
Tax Senior Manager
Sorren
Petaluma, CA
Part-Time
Dental Insurance
Vision Insurance
Parental Leave
$135k - $180k / year
‌
Event Sales Manager - MAP & Sebastiani
Foley Entertainment Group
Sonoma, CA
Hospitality
$80k / year
‌
Tax Manager - Real Estate
Baker Tilly
Santa Rosa, CA
New
$91 / hour
‌
Client Advisor
AO Garcia Agency
🌎 Remote
Remote
Job Description
Working as a Client Advisor in Petaluma, CA
There are 4,942 Client Advisor opportunities available in Petaluma, CA all with unique requirements.
A Client Advisor is responsible for identifying gaps in client knowledge and providing continuous support to enhance client satisfaction. Responsible for taking ownership of complicated client accounts while growing the relationship through education, advice, and action. Similarly, this role is often accountable for acquiring, building, maintaining, and growing relationships with clients and assisting with account partnership renewals.